See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,685 | $755,339-89.6% | $379,746-79.3% | $158,922-50.5% |
| Participation rate | 84.6% | 81.8%+2.9pp | 78.4%+6.2pp | 82.0%+2.7pp |
| Annual return | 17.46% | 53.41%-36.0pp | 34.90%-17.4pp | 302.83%-285.4pp |
| Employer contribution / active EE | $5,570 | $4,685+18.9% | $3,540+57.3% | $4,761+17.0% |
| Participant deferral / active EE | $12,350 | $7,938+55.6% | $6,024+105.0% | $5,982+106.5% |
| Admin fee / account holder | $552 | $14,482-96.2% | $7,927-93.0% | $11,246-95.1% |